+3,397.9%
ROST vs VEU
+192.1%
+3,205.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.8% |
| 7D | +0.9% | +1.1% | -0.2% | +0.2% |
| 30D | -8.9% | +2.2% | -11.1% | -10.3% |
| 3M | -0.8% | +3.0% | -3.8% | -3.1% |
| 6M | +8.5% | +10.9% | -2.4% | +0.4% |
| YTD | +28.6% | +18.2% | +10.4% | +13.8% |
| 1Y | +52.3% | +28.3% | +24.1% | +27.5% |
| 3Y | +94.8% | +74.6% | +20.2% | +31.4% |
| 5Y | +110.8% | +56.4% | +54.4% | +53.6% |
| 10Y | +304.5% | +153.0% | +151.5% | +123.1% |
| All | +3,397.9% | +192.1% | +3,205.8% | +1,571.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling